Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,918
+$1,179 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 941 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $54,378 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (27.4% of the industry book) .
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,918 | 168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,739 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,999 | 168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,758 | 168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,609 | 168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,551 | 168 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,893 | 168 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,773 | 168 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,611 | 168 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,314 | 168 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||